Curated articles and podcasts from trusted financial experts and real retirees.
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FROM THE ARTICLE: Social Security Drops 3-Day Hold on Benefit Claims by Phone. Application backlog grew as SSA added ID procedures, cut staff. By Andy Markowitz, AARP. Published May 23, 2025. A month ...
The swelling budget deficit makes future tax increases likely, our columnist says, even if taxes are going down now. Hedge your bets with a concept from investing — diversification....
The second law of thermodynamics inspires this retirement rule, because “You do not rise to the level of your goals. You fall to the level of your systems.”...
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on gifts, the estate tax and stepped-up basis upon death....
Create a state-specific, attorney-approved will or living trust — at no cost and in less than one hour — with Fifth Third Bank....
How retirees can use reverse mortgages or HELOCs to unlock tax-free income, preserve portfolios, and boost financial flexibility in uncertain markets....
Everyone wants six figures, until they see what it takes. Many glamorize tech, finance, and medical careers, but there’s a whole world of $100k jobs that are messy, dangerous, physically demandi...
In addition to traditional holdings, employees want retirement plans that offer options for converting savings into guaranteed monthly income that never runs out....
This financial planner unpacks why Roth conversions can save you big-time on taxes if you're a retiree with a pension....
Collaboration with Wayne-Sanderson Farms creates Group of Plans retirement program tailored…...
Retirees are also underestimating the amount needed for healthcare services, reports…...
Collaboration with Wayne-Sanderson Farms creates Group of Plans retirement program tailored…...
The program will also work as a complementary add-on to the firm’s Schwab Advisor Services platform...
Two bills supported by both ICI and IRI among two dozen being considered by House Financial…...
The Auto Reenroll Act would allow plan sponsors to reenroll non-participants into their…...
PensionBee's analysis looked at how delays in rollovers could ultimately impact savings...
The new savings accounts, likened to a “401(k) for kids,” are included in the bill passed…...
Discover 10 of the best places to retire in Florida based on the retiree population, housing, cost of living and healthcare, and amenities....
As costs for smartphone shoppers have fallen, the economy could complicate if the deals last....
The potential for tax-free growth makes Roth IRAs an attractive option for younger savers who have decades to maximize investments....
Americans are pumping the brakes on gas spending—driven by economic caution, evolving lifestyles, and emerging technologies....
If your 401(k) balance is lagging behind where it should be, you may feel discouraged or even a little panicked. But the truth is, we believe there’s still time to course-correct – if you ...
Think life is expensive where you live? You’re probably right. Most people assume their state is just a little pricey, but the real numbers tell a different story. What feels tight in the wallet...
It's time to announce the 2025 WCI Financial Educator of the Year award. The winner received a truly astounding amount of nominations. The post 2025 Financial Educator of the Year Award appeared first...
A month ago, I wrote about my retirement from full-time bloggingand made the following statement: “I don’t know exactly what that means yet, but I’m going to explore it for […...
While the investments have a significant growth potential among retail investors, its…...
Report says President considering EO directing federal agencies to explore allowing private…...
The average celebration runs around $31,281 and new tariffs could bump up the cost of imported goods from gowns and flowers to catering and cake....
According to a recent Wall Street Journal article, there were 580,887 pending Social Security claims in March 2025. That's an increase of more than 80,000 from a year ago. Many of those claimants are ...
Explore 7 key provisions in (or consequences of) the One Big Beautiful Bill Act (OBBBA) — and what they could mean for your retirement. The post The One Big Beautiful Bill Act (OBBBA) and Your R...
CONSUMER REPORTSand other authorities will tell you that you get the greatest value for your car-buying dollar by purchasing a ... Read more...
Discover how Geoff Schmidt of Holy Schmidt went from Wall Street to YouTube to teach retirement, Social Security, and financial clarity. The post Podcast 95: Flipping the Script with Geoff Schmidt fro...
Answering reader questions about how to know if a real estate deal is too good to be true, the importance of doing thorough due diligence before investing in any real estate deal, and whether all-in-o...
I believe that housing is expensive because too many people are skipping the first step. Starter homes used to be how you got in the game. Now everyone wants their dream house on the first try, and th...
Some jobs don’t just take your time, they drain your energy, patience, and eventually, your relationships. A long shift might pay the bills, but it can also chip away at your marriage in ways th...
From cost of living to health care access, here are three states you may want to consider if you are single and retired....
Traveling with your grandkids may be on your bucket list, but before you book the trip, consider the downsides of gramping....
A financial planner explores how your expectations for retirement can greatly differ from reality — and how you can plan for that....
When you decide to sell a house, you might encounter a preemptive offer—a bid that arrives before you list publicly on the open market or reach your set offer due date. This scenario often unfol...
The deficits caused by the tax bill would trigger the Statutory Pay-As-You-Go Act of 2010 and force billions in cuts to Medicare. However, Congress can block the implementation of the cuts....
A Medicare and Social Security checklist to help Baby Boomers caring for aging parents—or preparing for their own care—stay ahead of a health crisis....
When we are building our careers, we understand that professional growth is an investment that is both professionally expected and good for us....
Deciding when to start your Social Security benefits might be the single most consequential financial decision of your retirement journey. Should you claim early at 62, wait until full retirement age ...
These financial gift ideas are thoughtful, forward-looking, and designed to help a young adult build a stronger future. The post Financial Gift Ideas for the 2025 Graduate appeared first on Boldin....
In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs’ inheritanc...
If you grew up loving Dylan, Coltrane or other great artists, here are some modern musicians that tap into similar styles and spirits. Check out our playlist....
Claiming Social Security as soon as you become eligible at age 62 is a common choice for Americans. While understandable, this decision can have significant, and often underappreciated, long-term cons...
More and more people are interested in looking beyond finances to leave their heirs something meaningful and intangible. There are many options available....
A doctor’s life is marked by long hours, hard work, and tough choices. Finding the perfect car to fit your ... Read more...
Episode 472: The USA Industrial Technology growth narrative is evident by the fact that year-to-date the S&P 500 top performing sectors are Utilities and Industrials. Also, don’t despair abo...